Client experience
Building strong relationships is at the core of our business; and providing ongoing, trusted advice is our guiding principle.
We are committed to making your experience with us rewarding, and close interaction with you is a critical element of what we do.
Formal annual reviews provide assurance that your investment portfolio continues to reflect your long-term needs.
Our Managed Portfolio approach offers you an enhanced level of service that goes beyond the traditional transactional style of investing.
Acting in your best interest
History has taught us that individuals in an organization must believe in their values. Our core values are the way we live and conduct our business.
Our managed portfolio service includes
- Goal setting and access to wealth planning assistance
- Asset allocation analysis
- Ongoing evaluation of investment policy statement
- Formal annual review of financial strategy and portfolio
- Regular contact from our team
- Annual performance reporting
- Annual capital gain/loss reports for taxable accounts
- Annual fee summaries for taxable accounts